BAY sees no impact from trouble at Zipmex, as it only holds 1% stake in the co. Comment: I wonder how much DD went into this investment BGRIM signed MOU with Laos-gov’t ctrl electricity co, EDF-Gen, to jointly expand hydro, wind, solar & green energy projects in SEA. Comment: They are just taking over the […]
Read More →AMATA and WHA stand to benefit on relocations following fresh China-Taiwan tensions, while ASIAN, TU, TKN, and SNNP may benefit from food export bans, Tabloid. Comment: Well, everyone used to say that AMATA and WHA was going to benefit from the China tariff’s, that didn’t materalise. Why would this? And if there is going to […]
Read More →BAM anticipates 2 year high earnings from lower provision, will wrap up NPA land sales to SENA in 2H, mulls establish distressed assets management venture with finance to boost revenue. Comment: Well I think that we can all guess that BAM and KTB should/will partner. BAY’s card unit, Krungsri Consumer, reported Bt153b card spending during […]
Read More →Chief of ADVANC’s pushing the NBTC to decide whether to approve or decline the TRUE-DTAC mega merger, noting that the agency has the legal authority to do so. Comment: The NBTC is having a field day collecting payments from all the groups. AQUA in collab with THR, a unit of THG, opens the Hills Rehab […]
Read More →AOT’s Mae Fah Luang-Chiang Rai International Airport will be closed until Wednesday after a Nok Air passenger jet skidded off the runway on Saturday night. COTTO hikes ceramic tiles & flooring products price by 1-2% on higher energy costs, expects 2H sales fairly even with 1H, sets Bt400m budgets for efficiency upgrade, jv overseas partners […]
Read More →What’s driving the market? Funnymentals of course, DELTA knocked it out of the park with their earnings and this name is back to being the main reason for the market racing back up. As for the rest of the names, banks have surprised analysts (they seem to be surprised often) with better than expected figures, […]
Read More →A shortened week in the midst of earnings season thus nothing happened Notable Transactions Buy(s) THB 1 mn n/a Sell(s) THB 4.5 mn n/a
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